Ronald A. Devane

Allied Capital Corp, a business development company, invests in private middle market companies located in the US. The fund target companies across a broad range of sectors with an EBITDA of $5 - $150 million. It provides debt and equity financing for buyout transactions and also makes minority equity co-investments. It also invests in private equity and debt funds.

CRIIMI MAE, Inc. provides real estate investment services. Its services include operating real estate assets, making real estate investments, managing relationships with operating partners, and executing real estate capital market transactions. The company was founded in 1989 and is headquartered in Rockville, MD.

Leavell Investment Management, Inc. (Leavell) is an independent registered investment adviser headquartered in Mobile, Alabama. The firm was founded by Thomas Leavell in 1979 as T. Leavell & Associates, Inc. Leavell provides customized investment management services to individuals, families, and businesses, trusts, estates, pension and profit-sharing plans, 401(k) plans, endowments and foundations, and two registered no-load mutual funds.

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Stadion Money Management LLC (Stadion) is a SEC-registered investment advisor headquartered in Watkinsville, Georgia. The firm was founded by Timothy A. Chapman in 1993 as Personal Mutual Fund Management, Inc. They became a subsidiary of Smart USA Co. in 2022. Stadion provides custom solutions to retirement plan advisors, plan sponsors and participants.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

First City Capital Management, Inc. (First City Capital) is an independent registered investment advisor headquartered in Savannah, Georgia. Founded by in 1976, First City Capital manages assets for individuals, families, trusts, estates, foundations, retirement plans and other organizations.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Salem Investment Partners (Salem Investment Partners) is a private equity firm founded in 1999 by Phillip W. Martin. The firm is headquartered in Greensboro, North Carolina.

Droms Strauss Advisors, Inc., dba Droms Strauss Wealth Management (Droms Strauss), is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was co-founded by Bill Droms and Steve Strauss in 1994. Droms Strauss primarily provides customized investment management services to high-net-worth individuals and associated trusts, estates, pension and profit-sharing plans, and other legal entities.

First Bank & Trust Company (FBT) is a full service banking and wealth management firm headquartered in Abingdon, Virginia. They also have offices in Lebanon, Bristol, Staunton, Harrisonburg, Christiansburg, Wise, Norton, Verona, Wytheville, Lynchburg, Richmond, Johnson City, Kingsport and Gray

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Blue Sage Service LP (Blue Sage Capital) is a venture capital firm founded in 2003 by Peter Huff and Jim McBride. The firm is headquartered in Austin. Texas.

Engage121, Inc. provides communications software and services to national franchisors, dealerships, and direct sellers. The firm’s services include SMA and Enterprise and Local Edition. The company was founded by Jon B. Victor in 1998 and is headquartered in Norwalk, CT.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Founded in 2005, PRP LLC is a real estate-focused private equity investment firm located in Washington, DC. The firm was previously known as Perseus Realty Partners

Whitney Bank, dba Horizon Advisers, is a registered investment advisor located in New Orleans, Louisiana. The firm is a subsidiary of Hancock Holding Co. (NASDAQ: HBHC). The manage the Hancock Horizon Funds,

PSU Holdings LLC provides retailing services. The company was incorporated in 2015 and is headquartered in Houston, TX.

Blue Ridge Property Consultants, Inc. is a private company that engages in the rental of vacation homes. The company is based in Boone, NC. The company was founded in 2002. The CEO is Adam J. Norris.

Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions.